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1. www.morganstanley.com › what-we-do › wealthTax-Smart Investing: Total Tax 365 - Morgan Stanley

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   Member . CRC# 3951469 (10/2024) Learn how tax-smart investing can help you pay less in taxes and strengthen your ability to grow your wealth. Discover Morgan Stanley Total Tax 365.

   • Morgan Stanley Total Tax 365

     Diversify your position to manage risk. Action. Our...

   • Important Account Information

     or “our” refer to Morgan Stanley Smith Barney LLC. The words...

2. advisor.morganstanley.com › barbara › documentsMorgan Stanley Total Tax 365

   advisor.morganstanley.com › barbara › documents

   Diversify your position to manage risk. Action. Our tax-efficient solutions include exchange funds5 and other tools that help diversify concentrated stock positions created by an inheritance, employment stock grant or appreciation. Situation. You own a large position in one stock and want to decrease your exposure.

3. advisor.morganstanley.com › scottMorgan Stanley Total Tax 365

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   TOTAL TAX 365. Total Tax 365 is our full spectrum of year-round, active tax management solutions, tailored to help you minimize tax drag in your portfolio. We offer a comprehensive range of tax-efficient products and solutions to help you manage your tax liability and grow your long -term wealth. SHIFTING TAX LANDSCAPE

4. advisor.morganstanley.com › MSTT365-OCT-2023Morgan Stanley Total Tax 365

   advisor.morganstanley.com › MSTT365-OCT-2023

   Hypothetical Growth of $1MM Over 20 Years*. $4.2M. $3.5M. (1% Tax Drag) $2.9M. (2% Tax Drag) For illustrative purposes only. The above hypothetical analysis compares a base portfolio that assumes a 7.5% annual return with two other portfolios with reduced annual returns of 6.5% and 5.5% over a 20-year period gross of fees.

5. www.morganstanley.com › Themes › taxTax Efficient Investing and Financial Planning - Morgan Stanley

   www.morganstanley.com › Themes › tax

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   Jul 19, 2023 · Establishing a tax management strategy for your investments may help you keep more of your returns. Build a More Tax-Efficient Portfolio. Find a Morgan Stanley Financial Advisor Who Can Help. Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check. Enter Zip Code.

6. www.morganstanley.com › content › damImportant Account Information - Morgan Stanley

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   or “our” refer to Morgan Stanley Smith Barney LLC. The words “you,” “your,” “yours” and “client” refer to the account owner(s). References in this booklet to “Financial Advisor” refer to either a Morgan Stanley Wealth Management Financial Advisor or a Morgan Stanley Private Wealth Management Private Wealth Advisor.

7. People also ask

   What is Morgan Stanley total tax 365?

   • Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns. Why Choose Tax-Smart Investing?

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

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   Is Morgan Stanley total tax 365 the easiest to reduce?

   • But they might also be the easiest to reduce, with the right strategies in place. Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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   What is total tax 365?

   • Total Tax 365: Tax-Smart Investing. All Year Long. Taxes act as a drag on your investment performance that can be heavier than any fee you pay. But they might also be the easiest to reduce, with the right strategies in place.

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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   Does Morgan Stanley offer tax advice?

   • Morgan Stanley and its Financial Advisors do not ofer tax or legal advice. You should consult your personal tax and legal advisors before making any tax- or legal-related decisions. Give your Financial Advisor complete instructions for every transaction. Whenever you place an order, make sure you have the correct: Account number Account type

   Important Account Information - Morgan Stanley

   www.morganstanley.com/content/dam/msdotcom/en/wealth/relationshipwithms/pdfs/acctdocs1.pdf

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   Does Morgan Stanley Smith Barney LLC provide tax advice?

   • Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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   What is Morgan Stanley account linking service?

   • To minimize the number of separate mailings you receive, Morgan Stanley ofers an automatic Account Linking Service. The Account Linking Service allows you to receive multiple account statements and other important information together in a single envelope, in a consolidated format with a summary page showing the account value of each account.

   Important Account Information - Morgan Stanley

   www.morganstanley.com/content/dam/msdotcom/en/wealth/relationshipwithms/pdfs/acctdocs1.pdf

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8. www.facebook.com › morganstanley › videosTotal Tax 365 | Morgan Stanley | Morgan Stanley can offer ...

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   Morgan Stanley can offer more tax-efficient investment strategies and solutions than ever before. Learn how. https://mgstn.ly/3O54WRy